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Draft 2

Module 2: Workflow Creation & Management

Epic: Creating a Workflow – The process of building a new automated workflow (Feedloop Flow).

Feature: Trigger Setup – Define the event that starts the workflow.

Sub-feature: App selection for trigger (choose the source application, e.g. Gmail, Trello).

Sub-feature: Trigger event selection (pick an event like “New Email” or “New Trello Card”).

Sub-feature: Trigger configuration (settings specific to the trigger, e.g. filter by label or folder, if applicable).

Sub-feature: Test trigger (fetch sample data from the trigger app to use in setup and mapping).

Feature: Action Setup – Configure one or more actions to run when the trigger fires.

Sub-feature: App selection for action (choose a destination app for each step, e.g. Slack, Google Sheets).

Sub-feature: Action event selection (pick an action like “Send Message” or “Create Spreadsheet Row”).

Sub-feature: Field mapping for action (map data from trigger to action fields, e.g. map “Email subject” to “Task name”).

Sub-feature: Test action (send test data to the action app to verify the configuration works).

Feature: Workflow Finalization – Save and activate the new Feedloop Flow.

Sub-feature: Naming and description (give the workflow a meaningful name and optional notes).

Sub-feature: Save as draft (retain an incomplete configuration for later editing).

Sub-feature: Enable/Disable toggle (turn the workflow on to start automation, or off to pause it).

Sub-feature: Activation test (run an end-to-end test before confirming it live).

Epic: Multi-Step Workflows – Support for workflows that have multiple sequential steps (beyond one trigger-one action).

Feature: Multiple Actions per Workflow – Ability to chain several actions after a single trigger.

Sub-feature: Add/remove action steps (include as many actions as needed in a workflow).

Sub-feature: Reorder steps (change the sequence of actions via drag-and-drop or step number adjustments).

Sub-feature: Conditional execution flow (ensure each step runs only if prior steps succeeded, or handle step failures as configured).

Feature: Data Pass-Through – Passing data between steps in a multi-step workflow.

Sub-feature: Use outputs from previous steps as inputs in subsequent steps (data from trigger or earlier action is available for later mappings).

Sub-feature: Dynamic placeholders (represent data fields from any prior step that can be inserted into later step fields).

Sub-feature: Data formatting between steps (optionally transform data format between steps to match the next app’s requirements).

Feature: Complex Workflow Support – Accommodating advanced multi-step scenarios.

Sub-feature: Many-to-one steps (e.g., aggregate data from multiple prior actions into one final action).

Sub-feature: Error handling per step (ability to set whether a particular step failing should stop the whole workflow or be ignored – usually stop by default).

Sub-feature: Sub-workflow call (call another workflow as a step, if supported – e.g., invoke a reusable workflow as a subroutine for modular design).

Epic: Conditional Logic – Building logic into workflows to handle different conditions and branching paths.

Feature: Filter Steps – Conditional checkpoints to decide whether to continue a workflow.

Sub-feature: Condition builder (UI to set criteria such as “Field X contains ‘abc’” or “Amount > 100”).

Sub-feature: Support for multiple conditions (combine rules with AND/OR logic in a filter).

Sub-feature: Filter outcomes (if conditions fail, the workflow stops for that trigger event; if pass, it continues to next step).

Feature: Paths (Branching Logic) – Allow one trigger to drive different action flows based on conditions.

Sub-feature: If/Else branches (create two or more divergent paths; e.g., if condition A, do steps 1-2, else do steps 3-4).

Sub-feature: Multiple path branches (support more than binary true/false – e.g., Path A for condition1, Path B for condition2, Path C for none match).

Sub-feature: Path conditions editor (each path has its own set of conditions to evaluate).

Sub-feature: Default path handling (optionally designate a fallback path if no conditions are met).

Feature: Workflow Control Steps – Special steps to influence timing or flow.

Sub-feature: Delay step (pause the workflow for a specified duration or until a certain time before proceeding).

Sub-feature: Schedule step (hold an action to run at a specific later time or date).

Sub-feature: Manual approval step (pause the workflow until a user manually approves/continues, if such human-in-the-loop control is needed in certain plans).

Epic: Workflow Organization – Tools for users to manage and organize their created workflows at scale.

Feature: Workflow Management Dashboard – Overview list of all workflows the user has.

Sub-feature: List view of workflows with key info (name, status on/off, last run timestamp, success/failure stats).

Sub-feature: Search and filter (find workflows by name or filter by connected app, owner, or tag).

Sub-feature: Sorting options (sort workflows by name, date created, last run, or number of tasks run).

Feature: Organizational Aids – Features to group and classify workflows.

Sub-feature: Folders or tagging system (users can group related workflows into folders or assign tags/labels).

Sub-feature: Favorites or pinning (mark frequently used workflows as favorites for quick access).

Sub-feature: Bulk actions on workflows (enable/disable or move multiple workflows into a folder in one action).

Feature: Workflow Maintenance – Functions to maintain and reuse workflows.

Sub-feature: Clone Workflow (duplicate an existing workflow for reuse or slight modifications, instead of building from scratch).

Sub-feature: Edit and version tracking (make changes to a workflow and optionally see a changelog or last edited date for collaboration transparency).

Sub-feature: Delete or archive Workflow (remove a workflow, with confirmation and option to archive for retention instead of permanent deletion).

Sub-feature: Documentation and notes (fields to add descriptions or instructions within a workflow for clarity, especially in team settings).

Module 3: Trigger & Action System

Epic: Trigger Mechanism – The system that detects events to start workflows.

Feature: Polling Triggers – Regularly check external apps for new data or events.

Sub-feature: Scheduled polling intervals (e.g., check an app’s API every 5 minutes for new events).

Sub-feature: Incremental sync (keep track of last seen item ID or timestamp to only fetch new items each poll).

Sub-feature: De-duplication (ensure the same event record is not processed twice by comparing IDs or hashes).

Sub-feature: Configurable frequency (allow faster polling on higher plans and rate-limit lower plans to reduce load).

Feature: Webhook (Instant) Triggers – Real-time triggers that push data to the platform via HTTP requests.

Sub-feature: Incoming webhook endpoints (provide a unique URL for each workflow to receive events).

Sub-feature: Webhook registration (for apps that require registering a callback URL, assist in setup or provide instructions).

Sub-feature: Payload parsing (parse JSON/XML form payloads from the webhook into readable fields for the Zap).

Sub-feature: Acknowledgment responses (send proper HTTP 200 responses or required handshake responses to webhook callers to confirm receipt).

Feature: Scheduled/Time-Based Triggers – Triggers that run at user-specified times or intervals.

Sub-feature: Recurring schedules (e.g., trigger every day at 9am, or every hour)

Sub-feature: One-off or date-based triggers (execute a Zap at a specific future date/time, like an appointment reminder).

Sub-feature: Timezone support (schedule triggers respect user’s timezone or specified timezone).

Sub-feature: Cron-like flexibility (advanced users can set cron expressions for complex schedules, if provided).

Feature: Manual Triggers – Triggers initiated by user action (mostly for testing or on-demand runs).

Sub-feature: Manual run button (user can manually trigger a Zap from the interface to test or rerun it).

Sub-feature: API trigger endpoint (expose an API endpoint or SDK method that authorized users can call to trigger a workflow externally, effectively a controlled webhook).

Sub-feature: Conditional manual start (optionally require confirmation or certain conditions before allowing a manual run in production contexts).

Epic: Action Execution – Executing tasks in target apps when a Zap runs.

Feature: Pre-Built Actions Library – Library of available actions for integrated apps.

Sub-feature: Create/Update/Delete operations (standard actions like creating a new record, updating an existing record, or deleting in the target app, implemented via that app’s API).

Sub-feature: Search actions (find a record in an app, e.g. “Find Customer by Email,” to retrieve data for use in subsequent steps).

Sub-feature: Custom action fields (dynamic fields that appear based on user’s input or selection, e.g., populating a dropdown of available projects after user selects a workspace).

Sub-feature: Action execution feedback (return output data from the action, e.g., the ID of created record, to be used by subsequent steps or shown to the user in test result).

Feature: Custom Code Execution – Allow users to run custom code as a step for flexibility.

Sub-feature: Code step (the user can write a short script (JavaScript/Python) to manipulate data or call an external API not natively supported).

Sub-feature: Sandbox environment (run code securely in isolation, e.g., using serverless functions like AWS Lambda for user-provided scripts

Sub-feature: Resource limits (restrict execution time, memory, and network access for custom code to ensure platform stability).

Sub-feature: Preloaded libraries (provide common libraries or functions in the runtime for convenience, such as date parsing or HTTP client, while maintaining security).

Feature: Built-in Utilities & Transformations – Actions that perform utility functions (often provided as first-party features).

Sub-feature: Formatter utilities (e.g., format dates, numbers, text; extract substrings or do calculations)

Sub-feature: Data enrichers (e.g., lookup additional info like fetching details by ID from another service, if not done via a full integration).

Sub-feature: Email/SMS utilities (send simple email or SMS as an action for notifications, provided as built-in actions if no third-party service is used).

Sub-feature: Delay or scheduling action (an action to delay further actions, similar to a control step, e.g., “Delay for 1 hour” as an action type instead of trigger).

Feature: Action Output Handling – Managing the data that comes from action steps.

Sub-feature: Output parsing (convert the raw API response from an action into a standardized output format or into fields available for the next step).

Sub-feature: Handling lists/arrays (if an action returns multiple records, handle them appropriately – e.g., iterate in a subsequent step or pass as a list to another action).

Sub-feature: Error capturing (if an action returns an error, catch it and mark the task as errored for error handling routines to process).

Sub-feature: Idempotency for retries (design actions to be safely retried without duplicating effects, e.g., use external IDs or checks to prevent creating duplicate records on retry).

Epic: Data Mapping – Connecting data between triggers and actions within a workflow.

Feature: Field Mapping UI – User interface to map input data to action fields.

Sub-feature: Dropdown field selectors (the UI presents a list of available data fields from the trigger or prior actions to map into each input field of an action).

Sub-feature: Custom value input (allow static text or user-typed input in fields in addition to dynamic fields from trigger, for flexibility like adding fixed text or combine static and dynamic content).

Sub-feature: Required field indication (mark required fields and prevent saving if required mappings are missing).

Sub-feature: Live preview (show example data or format in the mapping UI so user can see what a mapped field might look like with real data).

Feature: Data Transformation Rules – Transform data as it’s mapped between steps.

Sub-feature: Type conversion and formatting (automatically format dates, numbers, text to match the target requirements, e.g., date format conversion)

Sub-feature: Formula or expression support (allow simple expressions or formulas in mapping, e.g., combine two fields, do math on numeric fields).

Sub-feature: Conditional mapping (ability to specify that a field mapping only applies if some condition, otherwise use an alternate value – this is advanced and often handled by separate paths or filters instead).

Sub-feature: Default values (configure default fallback values for fields if incoming data is blank or null).

Feature: Data Validation & Integrity – Ensure the data being passed through is correct and safe.

Sub-feature: Field validation (check data types or formats before sending to action, e.g., email format valid, number within expected range).

Sub-feature: Sanitization (sanitize inputs for safety, e.g., remove HTML in text if not desired, especially for webhooks or code steps to prevent injection issues).

Sub-feature: Error on missing data (flag if a required piece of data from trigger is missing so the user can handle it, such as stop or use a default).

Sub-feature: Mapping templates (for complex objects, provide templates or assistive mapping if an action expects a nested JSON, etc., to ensure structure is correct).

Epic: Webhooks & API Calls – Support for generic HTTP calls and webhooks beyond built-in app integrations.

Feature: Custom Webhook Triggers – Start workflows from any external system via HTTP calls.

Sub-feature: Catch Hook (generate a unique URL for users to send any JSON payload to trigger a Zap).

Sub-feature: Retrieve Poll (ability to have a webhook that, upon trigger, allows a follow-up GET for more data – Zapier has variants like “Hook + GET more data” in some cases).

Sub-feature: Webhook authentication/verification (option to include a secret or token in the webhook for the sender to sign or include, and verify it on receipt for security).

Sub-feature: Raw request access (ability to access the raw JSON/XML payload or headers in the Zap for advanced usage if needed).

Feature: Custom API Action (HTTP Request) – Let a workflow call arbitrary HTTP APIs as an action.

Sub-feature: GET/POST/PUT/DELETE support (user can configure the method of the request).

Sub-feature: Headers and params customization (set custom HTTP headers, query parameters as needed for the API).

Sub-feature: Body templating (construct the request body with variables from previous steps, supporting JSON, form-encoded, or raw text bodies).

Sub-feature: Parse response (option to automatically parse JSON response to fields, or return raw response for the next step to handle).

Feature: Authentication for API Calls – Use stored credentials in custom requests.

Sub-feature: OAuth token injection (if the user has an OAuth connection for that app, the HTTP request action can use the saved token in Authorization header).

Sub-feature: API Key injection (securely include API keys or credentials from the user’s stored connections or input fields in the request).

Sub-feature: Basic auth support (allow user to provide username/password for the request if required by the API).

Sub-feature: Signature generation (if an API requires signing the request (e.g., HMAC), provide a way to generate and attach signature using user-provided secret).

Feature: Rate Limiting & Throttling – Protect external APIs and handle their limits gracefully.

Sub-feature: Throttle outgoing requests (queue and delay requests if they exceed a certain rate to avoid hitting external API limits, possibly track counts using an in-memory store

Sub-feature: Exponential backoff on 429/503 (if external API returns “rate limit exceeded” or similar, automatically retry after a delay).

Sub-feature: Concurrent call limit (for a given user or a given integration, restrict how many API calls are in flight simultaneously to avoid overload).

Sub-feature: User notifications on hit limits (inform the user if their Zap execution is being slowed due to rate limits).

Feature: External API Error Handling – Robust handling of HTTP errors in custom calls.

Sub-feature: HTTP status handling (allow defining what constitutes a “success” versus “failure” status, e.g., treat 404 as a non-critical case if desired).

Sub-feature: Response mapping on error (if an API returns an error payload, allow mapping that message to a later step or to the error log for user clarity).

Sub-feature: Retries for transient errors (network timeouts or 5xx errors trigger automatic retries, as also covered in Error Handling module).

Sub-feature: Timeout control (set maximum wait time for an HTTP request to complete, to avoid hanging tasks).

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Module 4: App Integrations & API Layer

Epic: App Directory – A catalog of all third-party applications that can connect to the platform.

Feature: Browse & Search Apps – Discover available integrations.

Sub-feature: Category listing (group apps by categories like CRM, Email, Productivity for easy browsing).

Sub-feature: Search by name/keyword (quickly find a specific app by typing).

Sub-feature: Featured apps and templates (highlight popular or new integrations on top of listings).

Sub-feature: App icons and descriptions (each app listed with its logo and a short description for recognition).

Feature: App Detail Page – Information hub for each integration.

Sub-feature: Supported triggers/actions list (show what events can start a workflow from this app and what actions can be performed on this app).

Sub-feature: Connection requirements (explain what authentication method is needed, e.g., “Requires OAuth connection” or API key instructions).

Sub-feature: Usage examples (common use cases or popular Zap templates involving this app).

Sub-feature: Version and update info (notes if the integration is updated or if deprecation is scheduled, to inform users).

Feature: User App Connections – Entry point to manage accounts for an app.

Sub-feature: Connect an account (button to initiate OAuth or input API key for that app from the directory listing).

Sub-feature: Manage connections (see all your connected accounts for that app, rename or remove them).

Sub-feature: Connection status (indicate if a connection is broken/expired and needs re-auth).

Sub-feature: Shared connections (if in a team, indicate if any connections are shared/team-wide vs personal).

Epic: Integration Development – Tools and processes to add new app integrations to the platform.

Feature: Developer Portal – A portal for third-party developers or internal team to build and manage integrations.

Sub-feature: Integration creation wizard (guide to define a new app integration: app name, auth type, triggers, actions).

Sub-feature: API configuration UI/CLI (specify endpoints, request/response mapping for triggers and actions, either via a web form or via uploading a config file or code).

Sub-feature: Testing sandbox (run test trigger events and actions within the portal to validate integration behavior with sample data).

Sub-feature: Documentation & guidelines (provide docs on standards for building an integration, coding style, rate limit expectations, etc.).

Feature: Integration SDK & Tools – Software tools to streamline integration development.

Sub-feature: Client libraries (SDKs in common languages to simplify implementing OAuth and endpoint logic for the platform).

Sub-feature: Command-line tool for integration (to scaffold a new integration, run it locally, and deploy it to the platform).

Sub-feature: Simulators (simulate webhook triggers or polling from a local dev environment for faster development).

Sub-feature: Debugging tools (inspect logs or debug output when testing integrations, perhaps logging to the portal).

Feature: Publishing Workflow – Process to publish or update an integration in the directory.

Sub-feature: Submission process (developer can submit their integration for review, including providing icon, descriptions, etc.).

Sub-feature: Review and approval (internal team review submissions for quality and security before publishing).

Sub-feature: Version management (allow multiple versions of integration; users zaps continue working on older version until they upgrade, to avoid breaking changes).

Sub-feature: Developer maintainership (portal shows integration usage stats, error rates for the developer, and allows pushing updates or deprecating triggers/actions).

Feature: Community Integrations – Enabling community or custom/private integrations.

Sub-feature: Private integrations (users can build an integration just for their own use if an app isn’t publicly available on the directory).

Sub-feature: Share with team or community (option to share a custom integration with teammates, or submit it to public directory).

Sub-feature: Ratings/feedback (internal or public feedback mechanism on integrations to ensure quality, possibly user ratings or error metrics).

Epic: API Authentication – Handling how the platform connects to third-party apps’ APIs securely.

Feature: OAuth 2.0 Connections – Securely connect to apps using OAuth2 flows (the most common method).

Sub-feature: OAuth flow initiation (redirect users to the app’s authorization screen to grant access).

Sub-feature: Token exchange & storage (receive OAuth authorization code, exchange for access & refresh tokens, and securely store them).

Sub-feature: Token refresh mechanism (automatically refresh expiring access tokens using refresh token without user intervention).

Sub-feature: Scope management (request appropriate scopes during OAuth; allow user to select scope if applicable, and store what scopes were granted).

Feature: API Key / Token Auth – Support apps that use API keys or static tokens for authentication.

Sub-feature: Encrypted credential storage (store API keys in an encrypted form in the database/secrets vault).

Sub-feature: Input forms for keys (provide a UI for users to input their API key, or multiple keys if the app has several keys/secrets needed).

Sub-feature: Key validation (optional test when adding a key to verify it’s valid by making a test API call).

Sub-feature: Rotation and re-entry (allow user to update the key if it changes, and ensure old key is purged).

Feature: Other Auth Methods – Flexibility for less common auth schemes.

Sub-feature: Basic Auth support (username and password stored and sent in HTTP headers, e.g., for legacy systems).

Sub-feature: OAuth 1.0a (for older APIs like some of Twitter’s endpoints, handle 3-legged OAuth 1 signing if needed).

Sub-feature: Custom auth flows (some APIs have unique auth; allow custom scripting or parameters like additional headers, tokens in URL, etc.).

Sub-feature: Certificate/JWT auth (for apps using signed JWT assertions for auth, often in enterprise scenarios).

Feature: Account Connection Management – User interface and backend for managing connected accounts.

Sub-feature: Accounts dashboard (a section where a user can see all the apps they have connected accounts for, and the status of each connection).

Sub-feature: Revoke/disconnect (user can revoke a connection which deletes stored credentials and disables related Zaps).

Sub-feature: Multiple accounts per app (support connecting more than one account for the same app and choosing which one a Zap step uses, e.g., two different Gmail accounts).

Sub-feature: Shared accounts (in team contexts, allow certain connections to be shared among team members with proper permission controls).

Epic: Custom Apps – Enabling users to integrate with apps that are not in the public directory or to extend functionality with custom logic.

Feature: Private App Integrations – Allow creation of custom integrations for personal or team use.

Sub-feature: Custom trigger definition (user can define a polling or webhook trigger for an app by providing endpoint details and parsing rules, without full coding).

Sub-feature: Custom action definition (define an HTTP request action for an app’s API endpoint with templated fields for inputs/outputs).

Sub-feature: Authentication setup for custom app (tie into API Authentication module – e.g., user provides credentials or OAuth setup for their custom app integration).

Sub-feature: Use in Zaps (once defined, the custom app’s triggers/actions appear in the Zap builder for that user or team only).

Feature: Code-based Integrations – For developers to script integration logic not covered by the standard tools.

Sub-feature: Developer can write code to handle an entire trigger or action (not just a code step within a Zap, but a full integration script that runs perhaps on platform’s infrastructure).

Sub-feature: Secure execution of custom integration code (similar sandbox as code step, but for entire integration modules, ensuring one integration cannot harm others).

Sub-feature: Version control for custom code (allow updating the code with versioning, rollback if needed for custom integrations).

Sub-feature: Testing harness (execute test runs of the custom integration code with sample events to ensure it works as expected).

Feature: Integration Templates & Snippets – Help users quickly set up basic custom integrations.

Sub-feature: Pre-made generic connectors (e.g., a “Generic REST API” integration where user just plugs in endpoints and keys to connect a less common app quickly).

Sub-feature: Snippet library (common code snippets or JSON templates for common patterns, like how to paginate through an API, provided to users creating custom integrations).

Sub-feature: Community sharing (users can share their custom app definitions or code snippets with others in a community library if desired).

Sub-feature: Documentation for custom integrations (guide non-official integrations creators on best practices, ensuring they handle errors and rate limits properly to not overload the system).

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Module 5: Execution & Task Processing

Epic: Queue Processing – The backend task queue that manages execution of Zap runs and steps.

Feature: Task Queue Management – Queuing system to handle incoming trigger events and subsequent actions.

Sub-feature: Enqueue tasks (when a trigger event occurs, create a task entry for each Zap that needs to run, and place into a queue).

Sub-feature: Persistent queue (use a durable message broker or database so tasks are not lost and can survive restarts).

Sub-feature: Fair dispatch (ensure tasks from many users are balanced, preventing one user from monopolizing the worker capacity).

Sub-feature: Task prioritization (optionally prioritize tasks from premium users or certain critical Zaps higher in the queue).

Feature: Distributed Workers – Execution of tasks using worker processes/threads across servers.

Sub-feature: Worker scaling (run multiple workers in parallel to process tasks concurrently; scale horizontally by adding more worker instances on separate servers or containers as load increases

Sub-feature: Auto-scaling (monitor queue depth and spawn additional worker instances when backlog grows, and scale down when idle, possibly using event-driven autoscalers).

Sub-feature: Task routing (specific tasks might need specialized workers, e.g., a worker with certain libraries for code steps vs a regular worker for simple actions).

Sub-feature: Heartbeat and health check (monitor workers to ensure they are alive; if a worker fails, tasks are re-queued to another).

Feature: Execution Order & Concurrency – Manage how tasks and steps execute in order.

Sub-feature: Sequential step execution (within a single Zap run, ensure each action executes in the defined order after the previous completes).

Sub-feature: Isolation between runs (each Zap run executes independently; two runs of the same Zap can happen concurrently if triggers fire in quick succession, unless specifically disallowed by design).

Sub-feature: Max concurrent runs per Zap (option to limit a specific workflow to single-threaded execution if order needs strict serialization, or allow parallel runs if order doesn’t matter).

Sub-feature: Cross-Zap concurrency control (prevent too many simultaneous runs system-wide if necessary by throttling trigger intake).

Feature: Throttling & Rate Control – System-level governance of task execution speed.

Sub-feature: Global rate limit configs (set a maximum tasks processed per minute globally or per user to protect system stability).

Sub-feature: Per-integration throttling (e.g., no more than X tasks hitting a particular app’s API per second to avoid hitting their limits, leveraging counters in memory like Redis

Sub-feature: Back-pressure handling (if downstream systems are slow or failing, dynamically slow down task ingestion to match capacity).

Sub-feature: Queue monitoring & alerts (alerts if queue backlog exceeds a threshold, so ops can intervene or system auto-scales).

Epic: Error Handling – Mechanisms to handle failures during Zap execution gracefully.

Feature: Automatic Retries – Retry transient failures to increase reliability.

Sub-feature: Retry on failure (if an action fails due to network or server error, automatically retry it after a short delay).

Sub-feature: Exponential backoff strategy (increase wait time for each subsequent retry to avoid hammering a down service).

Sub-feature: Retry limits (e.g., 3 retries max, after which the task is marked as failed to avoid infinite loops).

Sub-feature: Non-retryable errors (recognize certain errors as permanent, e.g., “invalid API key,” and do not retry those as they require user intervention).

Feature: User Notifications on Error – Inform users when something goes wrong.

Sub-feature: Immediate failure alerts (send an email or in-app notification when a Zap run fails or is halted due to an error).

Sub-feature: Error summary dashboard (user can see a list of recent errors across their Zaps, possibly on their dashboard or a dedicated error log page).

Sub-feature: Alert settings (user can configure which Zaps or which error types should send notifications, to avoid spamming on non-critical failures).

Sub-feature: On-demand status check (user can see current status of all Zaps, highlighting any that are off due to errors or disabled by system).

Feature: Graceful Degradation & Continuation – Options for handling errors without stopping entire workflows when appropriate.

Sub-feature: Optional steps (mark certain action steps as “non-critical” so if they fail, the Zap can continue with later steps – by default Zapier stops on any failure, but an advanced platform might allow this setting).

Sub-feature: Fallback logic (define an alternate action if a primary action fails, e.g., if sending to one API fails, try a backup API or send an email alert as a backup path).

Sub-feature: Skip or default on errors (for example, if a data field is missing and causes error, skip that item or use a default value to continue processing).

Sub-feature: Isolate problematic Zaps (if a particular Zap errors repeatedly (e.g., due to bad configuration), automatically turn it off or pause it and notify user to fix, rather than repeatedly consuming resources).

Feature: Debug & Resolution Tools – Assist users in diagnosing and fixing the cause of errors.

Sub-feature: Detailed error logging (log the error message, HTTP status, and any returned error payload from an app to help pinpoint the issue).

Sub-feature: Troubleshooting hints (provide possible causes and solutions for common error types, e.g., “Authentication expired – please reconnect your account,” or “Field X is required – check your mapping”).

Sub-feature: Task replay (after an error is fixed, allow the user to rerun the failed task without having to trigger it anew, essentially “replay” the task through the Zap).

Sub-feature: Support integration (direct link or button from a failed task to a support channel or documentation, to get help if the user cannot resolve the error).

Epic: Task History – Logging and presenting the history of Zap executions (tasks).

Feature: Task Log Overview – A historical record of all tasks that have run.

Sub-feature: Chronological task list (view tasks in order of execution with timestamp).

Sub-feature: Filtering and search (filter tasks by Zap name, status (success/fail), date range, or search within payload for specific data occurrences).

Sub-feature: Pagination or infinite scroll (efficiently browse large numbers of tasks, loading more on demand).

Sub-feature: Summary counts (show stats like number of tasks executed today/this month, success vs failure count).

Feature: Task Details – In-depth information for each executed Zap instance (each trigger event processed).

Sub-feature: Step-by-step data (show each step in the Zap and the data in/out for that step).

Sub-feature: Execution duration (time taken for each step and overall, which can help identify slow steps).

Sub-feature: Outcome status (mark each step as success or failed with error info if applicable).

Sub-feature: Links to related items (e.g., link to the Zap definition, or to the data record in the external app if an ID is available).

Feature: History Management – Tools to manage and utilize historical data.

Sub-feature: Replay task (for a failed task, after fixing an issue, user can trigger a retry of that exact task data through the Zap).

Sub-feature: Export task history (export logs to CSV or via an API for external analysis or auditing).

Sub-feature: Data retention settings (how long task history is kept – e.g., 90 days by default, possibly configurable for enterprise or per plan for longer retention).

Sub-feature: Delete/Purge history (user or admin can purge old task data if needed for compliance or to free storage).

Feature: Real-Time Monitoring – View tasks as they occur for immediate insight.

Sub-feature: Live feed of task executions (on a dashboard, show tasks appearing in real-time as triggers come in).

Sub-feature: Live metrics (current tasks per minute, number of tasks in queue, etc., possibly more for admin/ops but could show user their current usage rate).

Sub-feature: Alerts on anomalies (if error rate spikes or task count spikes, flag on dashboard for user or admin attention).

Sub-feature: Pause processing (for admin: ability to temporarily pause execution of tasks system-wide or for a specific user if something is wrong – more of an ops feature).

Epic: Debugging Tools – Features to test and debug workflows and integrations during development or troubleshooting.

Feature: Zap Debug Mode – Tools to run a Zap in a controlled way to diagnose issues.

Sub-feature: Step-by-step execution (ability to execute a Zap one step at a time and inspect data at each stage, useful during Zap setup).

Sub-feature: Verbose logging (capture detailed logs for a specific Zap run, including raw request/response for each action, to debug issues).

Sub-feature: Bypass live sending (in a test mode, prevent certain actions from actually performing (e.g., not actually send an email) but simulate success, to safely test logic).

Sub-feature: Test data injection (allow user to modify the sample test data to simulate different scenarios for debugging).

Feature: Integration Debugging – Tools specific to integration developers (for those building custom app integrations).

Sub-feature: Request logger (view the exact requests being sent to the third-party API and the responses, to debug mapping or data issues).

Sub-feature: Sandbox mode for integrations (test new integration triggers/actions in isolation without affecting real users or requiring full deployment).

Sub-feature: Error tracing (if an integration code fails, provide stack trace or error line number to the developer in the portal).

Sub-feature: Real-time logs streaming (tail the logs of a custom integration in real time while testing it).

Feature: Performance Testing – Tools to ensure workflows perform well.

Sub-feature: Load test mode (simulate a high volume of trigger events to see how the Zap handles it, available to admins or developers for testing scalability of a particular workflow).

Sub-feature: Execution time analysis (report which steps take the longest in a workflow run to help optimize actions or possibly split the workflow if needed).

Sub-feature: Alerts for slow tasks (if a single task execution is taking unusually long, flag it for investigation – could be due to slow external API or large data).

Feature: Versioning & Change Tracking – Manage changes to complex workflows (useful in team environments or large automations).

Sub-feature: Revision history for Zaps (each save creates a version that can be referenced or rolled back).

Sub-feature: Change comparison (show what changed between the current version of a Zap and the previous version, e.g., modified a field mapping or added a step).

Sub-feature: Restore previous version (roll back to an earlier configuration if a change introduced issues).

Sub-feature: Draft vs Published mode (possibly have a concept of a Zap draft that can be tested in isolation before affecting the live workflow, especially in critical automations).

5. Workflow

Definition: Defined process template for automation

Purpose: Blueprint for how business processes should execute

Sub-components:

Jobs: Execution instances of workflows

Tasks: Individual units of work

Capabilities:

Process design and logic

Task sequencing

Conditional branching

Error handling

Input/output definitions

5.1 Jobs

Definition: Actual executions/runs of workflows

Purpose: Manage the execution instances of defined workflows

Capabilities:

Scheduling workflow runs

Executing multiple workflows in sequence or parallel

Tracking execution status

Maintaining execution history

Managing workflow run metadata

5.2 Task

Definition: Individual units of work within a workflow

Purpose: Execute specific actions as part of a workflow

Capabilities:

Action definitions

Input/output specifications

Error handling

Status reporting

Execution logic

/click

Draft 3

Module: Workflow

Epic: Workflow Creation & Management

Creating, configuring, and managing automated workflows.

Feature: Creating a Workflow

Sub-feature: Trigger Setup – Define what starts the workflow.

Capability: App selection for trigger – Choose the source application.

Attribute: Supported Sources – API, Webhook, User Event, System Event.

Attribute: Source Filtering – Filter by event type or data attributes.

Capability: Trigger event selection – Define the event that starts a workflow.

Attribute: Event Types – Data Entry, User Interaction, Scheduled Events.

Attribute: Custom Event Handling – Allow users to define custom triggers.

Capability: Trigger configuration – Set filters, conditions, and thresholds.

Attribute: Conditional Rules – Set execution criteria (e.g., data > X).

Attribute: Dynamic Filtering – Apply rules based on real-time data.

Capability: Test trigger – Validate trigger setup.

Attribute: Sample Data Fetching – Retrieve and preview sample data.

Attribute: Manual Test Execution – Manually trigger an event to test.

Sub-feature: Action Setup – Define workflow actions.

Capability: App selection for action – Select where the action occurs.

Attribute: Supported Destinations – Database, AI Agent, External API.

Capability: Action event selection – Define what the action will do.

Attribute: Available Actions – Store Data, Generate Response, Send Notification.

Capability: Field mapping – Map input data to action fields.

Attribute: Data Type Matching – Validate data types before execution.

Capability: Test action – Validate action execution.

Attribute: Real-Time Validation – Preview expected action results.

Sub-feature: Workflow Finalization – Finalize workflow settings.

Capability: Naming and description – Assign a name and details to the workflow.

Attribute: Character Limit – Max 100 characters for workflow names.

Capability: Save as draft – Allow storing incomplete workflows.

Attribute: Auto-Save Interval – Save every X minutes.

Capability: Enable/Disable toggle – Activate or pause workflows.

Attribute: Default State – Workflows are disabled by default after creation.

Capability: Activation test – Run an end-to-end test.

Attribute: Live vs. Sandbox Mode – Choose between test and live execution.

⁠

Epic: Multi-Step Workflow Processing

Supports advanced automation workflows with multiple steps and dependencies.

Feature: Multi-Step Actions

Sub-feature: Add/Remove Steps – Modify workflow steps.

Capability: Step Management – Add or remove workflow steps dynamically.

Attribute: Max Steps Allowed – Up to 20 steps per workflow.

Sub-feature: Reorder Steps – Drag-and-drop step sequencing.

Capability: Step Dependencies – Define the order of execution.

Attribute: Allowed Dependencies – Any-to-any step relationships.

Sub-feature: Conditional Execution – Ensure actions run based on conditions.

Capability: Condition Builder – Define execution conditions.

Attribute: Operators Supported – AND, OR, GREATER THAN, LESS THAN.

⁠

Epic: Conditional Logic & Decision Making

Adding intelligence to workflows through logic-based branching.

Feature: Conditional Execution

Sub-feature: Filter Steps – Control whether the workflow continues.

Capability: Multiple Condition Support – Combine multiple filter rules.

Attribute: Supported Filters – Status = Completed, Value > X.

Sub-feature: Paths (Branching Logic) – Separate execution flows.

Capability: Multi-Branch Execution – Run multiple paths in parallel.

Attribute: Max Paths per Workflow – 5 paths per workflow.

⁠

Epic: Workflow Execution & Monitoring

Managing workflow runs and tracking execution data.

Feature: Job Execution

Sub-feature: Workflow Scheduling – Define time-based triggers.

Capability: Recurring Execution – Schedule workflows to run at intervals.

Attribute: Minimum Interval – 1 minute.

⁠

Epic: Nodes & Workflow Components

Structuring automation logic into functional nodes.

Feature: Node Execution

Sub-feature: Task Grouping – Organize related tasks.

Capability: Logical Grouping – Combine tasks into clusters.

Attribute: Max Group Size – 10 tasks per node.

Sub-feature: Flow Control – Manage task dependencies.

Capability: Execution Order – Define sequential or parallel execution.

Attribute: Allowed Configurations – Sequential, Parallel, Hybrid.

⁠

Epic: Workflow Organization & Management

Helping users manage large-scale workflow automation.

Feature: Workflow Dashboard

Sub-feature: List View – Overview of all workflows.

Capability: Sorting Options – Sort by name, date, last execution.

Attribute: Default Sorting – By last modified date.

Sub-feature: Search & Filters – Locate workflows.

Capability: Tag-Based Filtering – Search workflows by tags.

Attribute: Max Tags per Workflow – 10 tags.

⁠

Epic: Error Handling & Debugging

Ensuring smooth workflow execution with troubleshooting tools.

Feature: Error Logging & Notifications

Sub-feature: Execution Logs – Track workflow failures.

Capability: Log Storage Duration – Retain logs for a set time.

Attribute: Retention Period – 90 days.

Sub-feature: Retry Mechanism – Automatically re-execute failed workflows.

Capability: Exponential Backoff – Retry failed actions at increasing intervals.

Attribute: Max Retries – 3 retries.

⁠

Epic: Data Mapping & Transformation

Handling data movement between workflow steps.

Feature: Field Mapping

Sub-feature: Input-Output Mapping UI – Connect data fields dynamically.

Capability: Real-Time Preview – Show sample data before finalizing mapping.

Attribute: Supported Formats – JSON, XML, CSV.

Sub-feature: Required Field Checks – Ensure necessary inputs are mapped.

Capability: Validation Rules – Enforce required fields.

Attribute: Error Handling – Show warnings for missing values.

Draft 1

Module: Workflow

Epic: Job

Managing the execution of workflows and their instances.

Feature: Workflow Execution

Sub-feature: Workflow Scheduling – Automate workflow execution.

Capability: Time-based Triggers – Execute workflows on a schedule.

Attribute: Supported Frequencies – Hourly, Daily, Weekly.

Attribute: Timezone Awareness – Adjust execution based on user timezone.

Sub-feature: Execution Status Tracking – Monitor workflow states.

Capability: Real-time Execution Monitoring – Track workflow progress.

Attribute: Status Types – Queued, Running, Completed, Failed.

Sub-feature: Execution History – Store past workflow runs for auditing.

Capability: Historical Data Retention – Maintain execution records.

Attribute: Retention Period – 90 days by default.

⁠

Epic: Task

Individual units of work within a workflow.

Feature: Task Processing

Sub-feature: Task Definition – Define individual execution units.

Capability: Action Specification – Define what the task does.

Attribute: Action Types – API Call, Data Processing, Decision Making.

Sub-feature: Task Dependencies – Control execution flow.

Capability: Sequential & Parallel Execution – Define task relationships.

Attribute: Allowed Dependencies – One-to-one, One-to-many.

Sub-feature: Task Error Handling – Manage failed tasks.

Capability: Retry Mechanism – Define task retry rules.

Attribute: Max Retries – Default to 3 attempts.

Attribute: Retry Interval – Exponential backoff timing.

⁠

Epic: Nodes

Structuring automation logic into functional components.

Feature: Node Execution

Sub-feature: Task Grouping – Organize related tasks.

Capability: Logical Grouping – Aggregate tasks under a node.

Attribute: Max Tasks per Node – 10 tasks per node.

Sub-feature: Flow Control – Manage execution order.

Capability: Execution Order – Define step dependencies.

Attribute: Allowed Configurations – Sequential, Parallel.

Feature: Event-Based Execution

Sub-feature: Predefined Events – System-defined triggers.

Capability: System Event Triggers – Activate workflows via internal events.

Attribute: Supported Events – User Login, Data Update.

Sub-feature: Custom Events – User-defined triggers.

Capability: Dynamic Event Handling – Customize event rules.

Attribute: Supported Conditions – AND/OR logic for event triggers.

⁠

Epic: Workflow Organization & Management

Helping users manage workflow automation effectively.

Feature: Workflow Dashboard

Sub-feature: List View – Overview of all workflows.

Capability: Sorting Options – Arrange workflows based on metadata.

Attribute: Default Sorting – Last modified date.

Sub-feature: Search & Filters – Locate workflows efficiently.

Capability: Tag-Based Filtering – Categorize workflows.

Attribute: Max Tags per Workflow – 10 tags per workflow.

⁠

Epic: Error Handling & Debugging

Ensuring smooth workflow execution with troubleshooting tools.

Feature: Error Logging & Notifications

Sub-feature: Execution Logs – Track workflow failures.

Capability: Log Storage Duration – Store error logs for analysis.

Attribute: Retention Period – 90 days.

Sub-feature: Retry Mechanism – Automatically re-execute failed workflows.

Capability: Exponential Backoff – Retry failed actions at increasing intervals.

Attribute: Max Retries – Default 3 retries.

⁠

Epic: Data Mapping & Transformation

Handling data movement between workflow steps.

Feature: Field Mapping

Sub-feature: Input-Output Mapping UI – Connect data fields dynamically.

Capability: Real-Time Preview – Show sample data before finalizing mapping.

Attribute: Supported Formats – JSON, XML, CSV.

Sub-feature: Required Field Checks – Ensure necessary inputs are mapped.

Capability: Validation Rules – Enforce required fields.

Attribute: Error Handling – Show warnings for missing values.

⁠

Final Structure:

Module: Workflow

Epic: Job, Task, Nodes, Workflow Organization, Error Handling, Data Mapping

Feature

Sub-feature

Capability

Attribute

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